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# How to Build a Financial BPO Workflow
- URL: https://blog.jestor.com/build-financial-bpo-workflow/
- Published: 2026-09-17T22:29:11.000Z
- Updated: 2026-09-17T22:29:11.000Z
- Author: Bruno Bannach

To **build a financial BPO workflow**, you combine four pieces: a supplier registry, an accounts payable table, **OCR** reading incoming invoices, and automations moving payments through to completion.

## What a financial BPO actually handles

The service is straightforward to describe and laborious to run manually.

- Invoices arriving from many clients in different formats
- Data extracted by hand into a control spreadsheet
- Payments tracked across several client accounts
- Confirmation sent back once each payment clears

## The four components

| Component                  | Role                                          |
| -------------------------- | --------------------------------------------- |
| **Supplier registry**      | Who gets paid, with status and categorization |
| **Accounts payable table** | One row per payment, linked to a supplier     |
| **OCR reading**            | Extracts invoice data and fills the record    |
| **Automations**            | Generate the payment and send confirmation    |

## How to configure it in Jestor

1. Create a folder in **Jestor** to keep the project organized.
2. Build the supplier table with status, tags, and registration details.
3. Build the accounts payable table, with a sequential ID, an attachment field, and a compliance checklist.
4. Set up **OCR** so invoices uploaded by clients fill the record automatically.
5. Add automations that generate the payment and send confirmation by email or **WhatsApp**.

## Why choose Jestor for financial services operations?

**Jestor** integrates natively with payment and financial tools including Asaas, Omie, and Conta Azul, so the payment step is part of the flow rather than a manual handoff.

Because the process runs on relational tables, one client's payments, suppliers, and history stay connected — which matters when a BPO is running several clients at once.

## Frequently Asked Questions

### Does OCR create the record automatically?

Yes, it reads the invoice and fills the selected fields. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can confirmation be sent automatically?

Yes, by email or WhatsApp, depending on what suits the client.

### Can payments be generated from the flow?

Yes, through native integrations with financial tools.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.